（1）ETF账户 今日亏损4.3万（资产260万）； （2）基金账户 今日预估盈利0.8万（资产550万）； 全靠资源对冲亏损了。 两个账户合计亏损3.5万，亏损比例0.44%； （一）账户盈亏 先跟新朋友同步下我的账户情况： 我一共有 3 个【主要投资账户】，分别是ETF 账户、某基金账户，以及组合账户。 因为组合账户的净值更新会慢一些，所以工作日我只统计ETF账户和某基金账户的收益；等到每周六发周报的时候，再把三个账户的收益情况一起汇总。 随着全球主要经济体进入降息周期，流动性整体趋松。更关键的是，美元信用持续弱化，各国央行减持美债并囤积黄金，推动金价飙升；随后投资者将目 光转向白银，投机资金快速涌入，银价跟涨。同时，我国作为白银出口大国，开始实施出口配额制，进一步促进白银价格上涨。 （2）有色金属上行主因：需求激增、供给受限 当下正值以人工智能、机器人、新能源、商业航天为代表的科技革命期： 需求端快速扩张的同时，地缘政治因素使铜、稀土等关键矿产资源的安全与自主可控上升到国家战略高度，部分国家收紧出口，导致供给受限。需求激增 叠加供给受限，有色金属价格全面上扬。 毋庸讳言，黄金、白银与有色金属已累积较大涨 ...

5连板白银有色：公司白银产品的收入占总营业收入的比重较低。2025年上半年，公司营业收入445.59 亿元，销售白银产品收入20.23亿元，占公司营业收入的比重为4.54%； 2连板豫光金铅：近期公司产品白银价格出现较大涨幅，未来白银价格能否继续上涨或维持高位存在不 确定性； 铜陵有色：截至本公告披露日，米拉多铜矿二期工程正式投产的时间尚不确定，预计将对公司2026年的 经营业绩产生一定影响。 （文章来源：第一财经） 1月26日，现货黄金一度突破5100美元/盎司，最高报5111.17美元/盎司；现货白银一度升破110美元/盎 司，最高报110.88美元/盎司，双双创下历史新高。二级市场上，贵金属概念股今日大涨。截至收盘，贵 金属板块大涨7.30%，17只个股全线飘红。盘后，多只概念股发布异动或风险提示公告： ...

证券日报网讯 1月26日，白银有色（601212）在互动平台回答投资者提问时表示，根据《2025年半年度 报告》，2025年1月-6月公司营业总收入445.59亿元，白银营业收入20.23亿元，占营业总收入比重 4.54%，占比较低，敬请投资者注意投资风险。 ...

证券日报网讯 1月26日，白银有色（601212）在互动平台回答投资者提问时表示，公司将继续加强生产 组织与精细化管理，着力挖潜增效，加大力度控制成本费用，不断提升业绩水平。 ...

Group 1 - Haike Xinyuan signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of products annually for three years [1] - The products include four types of solvents: Dimethyl Carbonate (DMC), Ethylene Carbonate (EC), Ethyl Methyl Carbonate (EMC), and Diethyl Carbonate (DEC) [1] Group 2 - Aft announced plans to acquire equity in Shanghai Shengpu Fluid Equipment Co., Ltd. through a combination of share issuance and cash payment [2] - The stock of Aft will be suspended from trading starting January 27, 2026, for up to 10 trading days [2] - Shanghai Shengpu specializes in precision fluid control equipment and had previously withdrawn its IPO application [2] Group 3 - Conch Cement plans to invest in financial products with a maximum daily balance of 50 billion yuan, including 30 billion yuan in structured deposits and 20 billion yuan in bank wealth management products [3] - The actual purchases will depend on the safety and profitability of the underlying assets [3] Group 4 - Zijin Mining intends to acquire 100% of Allied Gold Corporation for approximately 28 billion yuan, with a price of 44 CAD per share [4] - Allied Gold's core assets include several gold mines and a projected gold resource of 533 tons [4] - The expected gold production from Allied Gold is 10.7 tons in 2023, increasing to 25 tons by 2029 [4] Group 5 - SanSheng GuoJian expects a net profit of around 2.9 billion yuan in 2025, a 311.35% increase year-on-year [5] - Duofluor expects a net profit of 20 to 28 million yuan in 2025, recovering from a loss of 30.8 million yuan in the previous year [5] - Chunzong Technology anticipates a net profit of 265 to 290 million yuan in 2025, a growth of 208.86% to 238.00% [5]

Macro Dynamics - The Ministry of Commerce will optimize the implementation of the old-for-new consumption policy to promote the consumption of durable goods such as home appliances and automobiles [2] - In 2026, the Ministry will implement a special action to boost consumption, focusing on policy issuance, event organization, and improving consumption scenarios [2] Financial Institutions - Agricultural Bank of China will increase risk tolerance assessment requirements for its gold accumulation business starting January 30, 2026, to protect consumer rights [8] - The China Development Bank issued over 200 billion yuan in railway loans in 2025, marking a year-on-year increase of 27.8% [10] Company Dynamics - China Rare Earth expects a net profit of 143 million to 185 million yuan in 2025, reversing a loss of 287 million yuan from the previous year [15] - China Youth Travel Service anticipates a 47.72% decline in net profit for 2025, despite a 13.88% increase in total revenue to 11.339 billion yuan [17] - Junsheng Electronics forecasts a net profit increase of approximately 40.56% for 2025, driven by profitability improvements and business integration measures [18] - Silver Nonferrous, which has seen five consecutive trading limits, reported that silver product revenue accounted for only 4.54% of total revenue in the first half of 2025 [19]

Market Overview - On January 26, the market experienced fluctuations with significant divergence between large and small indices, where the Shenzhen Component and ChiNext indices opened high but closed down over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 3.25 trillion yuan, an increase of 163 billion yuan compared to the previous trading day [1] - The market saw over 3,700 stocks decline, with only 79 stocks hitting the daily limit up [1] Sector Performance - The non-ferrous metals sector led the gains, particularly the precious metals concept, with notable performances from Sichuan Gold, which achieved four limit-ups in eight days, and Zijin Mining reaching a historical high [1] - The oil and gas sector also showed strength, with China National Offshore Oil Corporation hitting a historical high and Intercontinental Oil & Gas achieving three limit-ups in four days [1] - The chemical sector experienced a rebound, with stocks like Hongbaoli and Chengxing Co. hitting the limit up [1] - Conversely, the commercial aerospace and semiconductor equipment sectors faced significant declines, with several commercial aerospace stocks hitting the limit down [1] Limit-Up and Limit-Down Stocks - A total of 70 stocks hit the limit up today (excluding ST and delisted stocks), with 15 stocks on consecutive limit-ups [1] - Key stocks included Baiyin Nonferrous Metals with five consecutive limit-ups and Sichuan Gold with four limit-ups in eight days [1][9] Related Hotspots - The precious metals sector continues to rise, with gold prices in New York surpassing $5,100 and silver prices exceeding $109 [11] - In the AI sector, major companies like Tencent and Baidu have initiated cash red envelope activities for the Spring Festival, indicating a competitive landscape in AI applications [12] - The robotics sector saw a partnership announcement between China Central Television and Magic Atom for the 2026 Spring Festival Gala [12]

1月26日，上证指数下跌0.09%，深证成指下跌0.85%，创业板指下跌0.91%。盘后龙虎榜数据显示，共有56只个股 因当日异动登上龙虎榜，资金净流入最多的是网宿科技（300017.SZ），达6.14亿元。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | | 网宿科技 | 20.03% | 61370 | 8.86% | 22.89% | 1家机构买入,成功 | | | | | | | 率27.70% | | 中钨高新 | 10.01% | 30037 | 6.21% | 6.9% | 2家机构买入,成功 | | | | | | | 率32.87% | | 沃尔德 | 15.19% | 21711 | 15.91% | 9.3% | 3家机构买入,成功 | | | | | | | 率45.51% | | 晓程科技 | 20.01% | 15488 | 4.43% | 29.7% | 2家机构买入,成功 | | | | | | | 率45.54% | | ...

Group 1: Precious Metals - Spot gold has first surpassed $5000 per ounce [4] - Silver and copper prices are expected to remain strong through 2026 due to global energy transition and AI revolution, with Silver as a key beneficiary [5][6] - Silver Company (601212) experienced a limit-up on January 26, 2023, closing at 11.41, reflecting a 2.57% increase [6] Group 2: Photovoltaics - Elon Musk announced plans to build 100GW of solar capacity over the next three years for data centers and space AI satellites [7] - JunDa Co. is positioned as the largest third-party supplier of N-type TOPCon solar cells, with a focus on overseas capacity and space photovoltaic applications [7][8] - JunDa Co. saw a price increase of up to 10.97% on January 22, 2023 [8] Group 3: Computing Power - Tencent's chairman Ma Huateng announced a cash activity of 1 billion yuan to promote AI applications, aiming to replicate the success of WeChat red envelopes [9] - QingCloud Technology is focusing on AI computing cloud services and has seen a price increase of 15.25% [10] - The outlook for computing power in 2026 suggests significant breakthroughs across various levels, with Dawei Technology experiencing a limit-up [17][18] Group 4: Natural Gas and Oil - U.S. natural gas prices surged past $6 per million British thermal units for the first time since 2022 due to winter storms [19] - International oil prices rose nearly 3%, benefiting companies like Intercontinental Oil and Gas, which saw a limit-up on January 26, 2023 [19][20]

证券代码：601212 证券简称：白银有色 公告编号：2026—临 014 号 白银有色集团股份有限公司 ●公司股价短期涨幅较大，后续可能存在下跌风险；公司经营情况未发生重 大变化，敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 一、二级市场交易风险 公司股票于 2026 年 1 月 20 日、1 月 21 日、1 月 22 日、1 月 23 日、1 月 26 日连续五个交易日内收盘价格涨幅累计达 61.16%，涨幅显著，公司基本面未发 生重大变化，可能存在市场情绪过热的情形，交易风险大幅提升，存在股价下跌 的风险，请投资者注意投资风险。 二、估值过高风险 截至 2026 年 1 月 26 日，公司属于中上协行业分类中的有色金属冶炼和压延 加工业，公司与同行业 88 家上市公司市盈率进行比较，剔除 14 家静态市盈率为 负值的上市公司，同行业平均静态市盈率为 125.42 倍，白银有色静态市盈率为 股票交易风险提示公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： ●白银有色集团股份有限公司（ ...